Russell Lin is a financial advisor with Charles Schwab in Pleasanton, CA, holding the Series 66 designation and with seven years of industry experience. He has worked at Charles Schwab Bank, SSB since 2020 and Charles Schwab & Co., Inc. since 2018. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Mary Hambly is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. She is based in Redwood City, CA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Daniel Di Lulo is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Merrill from 2015 to 2018. He holds the Series 66 designation. Outside of his advisory role, he is involved in property management as a partner in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lin Shen is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial industry, Lin is committed to helping clients understand and improve their financial condition to pursue their personal goals with confidence. Lin focuses on connecting all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. Lin's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Lin holds a Master's Degree from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Lin is fluent in Mandarin, Yue (Cantonese), and English. Outside of work, Lin enjoys gardening, hiking, reading, running, spending time with family, and traveling. Lin also participates in community volunteering, reflecting a commitment to the communities served.

Jolon Staubli is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. Prior to Merrill, Jolon worked as an institutional trader and financial advisor, gaining a broad range of experience within the financial sector. His expertise focuses on providing relationship-based advice to affluent clients regarding personal financial strategies and wealth management. This includes retirement planning, estate and tax planning in collaboration with clients' legal and accounting professionals, asset management, strategic lending through Bank of America, and managing liquidity events. He serves clients in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. Jolon holds a bachelor's degree in Economics and Business Administration with a concentration in Financial Services from Saint Mary's College of California. He is a Personal Investment Advisor (PIA) and is actively involved in the Greater San Carlos and Sacred Heart communities. Jolon lives in San Jose with his wife, Nicole, their daughter, and two sons. He enjoys spending time with his family through their schools and involvement in sports such as tennis and baseball.

Zhaolin Kang is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

Sonny Gulati is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Jordan Gomez is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to this, he was employed at Cielo24 and Pensionmark Financial Group, and he also spent four years at the University of California, Santa Barbara. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Sara Saxe is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a wide range of financial solutions including fee-based planning and portfolio management.

Corinne Paraso is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 license with five years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a trustee for a trust based in Saratoga, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Lee Sundstrom is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory role, Sundstrom works as a driver for ride-sharing services Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Jennifer Lo is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Bank, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can implement diverse investment strategies, supported by a large network of over 10,000 advisors and managing more than $256 billion in assets.

Peter Torchia is a financial advisor with Merrill in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked at Merrill since 1985 and at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jenner Stimpfig is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2006, he has built a team dedicated to providing wealth management services to company owners, executives, retirees, and their families. Jenner also serves as Resident Director of the Pleasanton office, overseeing over $3.8 billion in assets as of March 2025 and leading a team of financial advisors. With 22 years of experience as a financial advisor, Jenner's expertise encompasses corporate executive services, family wealth management strategies, personal retirement planning, portfolio management, and retirement benefits consulting. He works with both public and private companies to assist with retirement plans and employee financial wellness programs. Jenner holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from the California State University System. Outside of his professional responsibilities, Jenner is involved with the Gratitude Network and lives in Danville with his wife and two daughters. They enjoy traveling within the United States and abroad.

Ryan Meirose is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, and has three years of industry experience. He previously worked at BMO Family Office and held positions across several other companies including California People Service and Simon Property Group. Outside of his advisory role, Meirose is involved with Backlit People LLC, an art and culture-focused business. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and extensive resources.

Rachael Martindale is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at InfoIMAGE Inc and Dijeau Poage Construction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Caroline Angelica Lopez Robles is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at LPL Financial, BMO Harris Bank, and JPMorgan Securities LLC, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Jose Casarez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including First Republic Bank and Bank of America/Merrill Lynch. Casarez is based in Palo Alto, California. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Alejandra Venezia is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Outside of her advisory role, she owns and manages a rental property. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jeenchen Chen is a financial advisor with Cetera in Palo Alto, CA, holding the ChFC® designation and Series 63 and 65 licenses, with three years of industry experience. Prior to joining Cetera, Chen held roles in healthcare and insurance firms and has contributed as an academic author in biomedical research. Outside of financial advising, Chen is involved in several medical technology advisory roles and business consulting through Humanity Digital LLC. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.